3,504 Financial Advisors in Park Hills, KY

Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Park Hills, KY. Whether you are seeking help with financial planning, retirement planning, investment management, tax planning, or another area, Wealthminder can help you to find and connect with the right financial advisor for you. Use the filters below to search for financial advisors by location, compensation method, or financial industry designation. When you find an advisor with whom you would like to speak, click the blue contact button to connect with them.

Tim Guthrie, CFP seeks to reduce investment risk where possible in client accounts, consistent with client investment goals. The goal is competitive performance with less downside risk. Contact Tim to learn how he achieves this goal.

Timothy Guthrie (CRD# 1989045) is an Investment Advisor Representative who also owns Bullseye Investment Management, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.

Bullseye Investment Management is a Fee Only registered investment advisor (RIA). You will never pay a sales charge: We have no commission based conflicts of...

James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...

Josh Deeter is CEO and Owner of the Deeter Advisory Group, LLC in Cincinnati, OH and has 15 years of experience in the finance industry. Joshua Deeter has taken additional exams to become a

A little background on Josh:

After graduating from Elon University in North Carolina, Josh lived in Atlanta working for the financial company, Advantage Capital, thus beginning his career in the financial industry.

In 2004 he moved to Cincinnati to begin working with his Father's company, Deeter & Bodnar Advisors. Shortly after his Father passed away in 2008, Josh started the Deeter Advisory Group.

In 2008 he received his Diploma from Xavier University in Financial Planning. Josh then went on to complete the Certified Financial Planning (CFP®) certificate. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. He also carries an Accredited Investment Fiduciary (AIF®), specializing in fiduciary liability and responsibility. The CFP® and AIF® marks further allow Josh to customize portfolios and personalize financial plans by making unbiased recommendations that truly are unique to each client. Along with working with individuals he consults on defined contribution and defined benefit plans. As part of financial planning, he works with individuals assessing risk management and college savings plans, too.

Josh sits on on the mentoring board for Cincinnati based Professional Leadership Network (PLN). PLN works directly with the Dan Beard Boy Scout Council.

Josh is driven by his faith and is deeply involved in his Church, Horizon Community Church based in Newton, OH . Josh also works closely with The Heart of the Outdoors which works with individuals to pursue their faith through a passion for the outdoors. Another organization close to Josh's heart is The Aruna Project, which battles sex slavery in India

Josh lives in Terrace Park (suburb of Cincinnati) with his wife Betsy and three children Bo, Nellie and Emma.

Bradford Felix (CRD# 5373017) is an Investment Advisor Representative working at Rhinevest in Cincinnati, OH and has 6 years of experience in the finance industry.

RhineVest was acquired by Truepoint, Inc. ("Truepoint") in April 2016. Mr. Bradford Felix, CFA, is now an employee of Truepoint, and an investment advisory representative of Truepoint Wealth Counsel, LLC, a federally registered investment advisor. RhineVest continues to operate independently as a wholly-owned subsidiary of Truepoint Wealth Counsel.

Timothy Grout (CRD# 5497552) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

Tim developed an interest in financial planning when he was working with family and friends who couldn't find the holistic financial services they needed, leading him to start Clear Perspectives with his business partner, Carol Hoffman, in 2008. Tim took additional exams to become a Certified Financial Planner (CFP). CFP professionals must pass the comprehensive exam, pass CFP Board's...

Carol Hoffman (CRD# 5497550) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry. Carol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, which put clients' interests first and comply with the Financial...

There are 1 licensed financial advisors in Park Hills, KY with an average of 3 years industry experience. Of these, 0 hold the Chartered Financial Analyst (CFA) designation, and 0 hold the Certified Financial Planner (CFP) designation.

There are 0 financial advisor firms headquartered in Park Hills, KY with approximately 0 million in assets under management.

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Some things to think about when hiring a financial advisor in Park Hills, KY

When do you need to hire a financial advisor in Park Hills, KY ?

There are no legal requirements in Park Hills requiring individuals to use a financial advisor. However, that doesn't mean it isn't a good idea. The decision to hire a financial advisor or not ultimately comes down to three primary criteria: expertise, time and money.

Managing all aspects of your finances is far from simple. Top financial advisors spend years studying and passing exams to become experts at their craft, and while not required, be on the look-out for certain designations like CFP, CFA and ChFC when considering advisors. They let you know that an independent authority has validated the advisor's expertise in the areas covered by the certification.

Managing your finances is time-consuming. You should consider carefully whether this is where you want to spend your free time. If not, Wealthminder can help you easily find a Park Hills, KY financial advisor to meet your needs.

Hiring a financial advisor is not free. However, a great financial advisor should be able to articulate the value you will receive from their services and should over the long run pay for their fees many times over. Spend some time thinking about the long-term cost of not hiring an advisor instead of only looking at the short-term costs / fees.

How important is licensing for financial advisors in Kentucky ?

Financial advisors in Park Hills, KY are required to register with the SEC, the state or both. Wealthminder's directory only contains advisors who are properly registered as Independent Advisor Representatives (IARs) and this information is updated on a periodic basis.

The rules for becoming an IAR vary by state, but advisors have to pass some combination of the following 3 exams before they can register: Series 63, Series 65 and Series 66.

Never hire an advisor who isn't properly registered with the regulators as they are not legally allowed to provide financial advice.

Wealthminder also keeps track of complaints people register with the regulators and you can find this information on every advisor's page.

You should get several bids before hiring a financial advisor

Before hiring a Park Hills, KY financial advisor, be sure to get at least 3 detailed proposals. Quality financial advisors will take the time to explain their proposal, detailing both what they will do for you and how you will be charged. Be wary of an abnormally low proposal, they are not worth the risk. These underpriced proposals often come with hidden fees or sub-par advice. Choose an advisor you trust and can clearly communicate with. Wealthminder has made the proposal process extremely simple (and free). Just click here to get started.

Why you should hire an advisor through Wealthminder?

Wealthminder is here to make the process simple and transparent for you. You take a few minutes of your time to describe what you want help with. We then pass your request on to the advisors in our network. If they are interested in your business, they will respond with an initial proposal. You then compare the proposals, ask follow-up questions, hold an initial consultation with the advisors whose proposals you like and ultimately hire the one that best meets your needs.

To participate in the proposal process, advisors must be legal fiduciaries (this means they have to look out for your best interest), agree to submit fee-only proposals (no kick-backs on the investment products they recommend) with the exception of insurance (because insurance can currently only be sold on commission) and have no black-marks with the regulators.

Financial recourse when hiring an advisor in Kentucky

Kentucky does offer recourse to investors if a relationship with an advisor goes wrong. Each state has a different means for filing a complaint and a simple google search should point you in the right direction.